Walk-in | Wealth Manager

Sharekhan Limited; Bengaluru; Vor Ort; INR 900.000 - 1.500.000; Vollzeit

Zusammenfassung

Sharekhan Limited is seeking an Investment Portfolio Advisor (Wealth RM) in Bengaluru to drive asset gathering and wallet share through regular client interactions, both physical and virtual. The role focuses on increasing AUM, expanding SIP books, and cross-selling across mutual funds, PMS, AIFs, and other offerings.

The candidate will conduct 2-3 client meetings daily, activate new clients, and contribute to branch profitability by delivering strong client engagement and consistent asset

Qualifikationen

• Proven ability to engage clients and grow assets.
• Experience in building SIP books and cross-selling products.
• Understanding of mutual funds and wealth management concepts.

Aufgaben

• Achieve targets for Net Equalized Assets collected (LS) for the mapped book.
• Build an incremental Systematic Investment Plan (SIP) book.
• Drive new business development by activating/reactivating clients.
• Collect assets across investment products like Mutual Funds, PMS, AIF, Corporate FDs, SGB, Insurance.
• Ensure regular client meetings to increase AUM, SIP flow and revenue.
• Acquire and activate new clients for asset collection.
• Conduct 2-3 client meetings daily within the assigned territory.
• Contribute to branch profitability through client engagement.

Kenntnisse

Client meetings

Asset gathering

Relationship management

Ausbildung

NISM VA (Mutual Funds)

Jobbeschreibung

Position Purpose: The Investment Portfolio Advisor(Wealth RM) will focus on asset gathering, increasing client penetration, and enhancing wallet share through regular client interactions (physical/virtual) to drive business growth.

Key Responsibilities:

Direct Responsibilities-

• Achieve targets for Net Equalized Assets collected (LS) for the mapped book.
• Build an incremental Systematic Investment Plan (SIP) book.
• Drive new business development by activating/reactivating clients.
• Collect assets across investment products like Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Corporate Fixed Deposits, Sovereign Gold Bonds (SGB), Insurance, and other offerings.
• Ensure regular client meetings to maintain strong relationships and increase Assets Under Management (AUM), SIP flow, and revenue.

Contributing Responsibilities-

• Acquire and activate new clients for asset collection.
• Conduct 2-3 client meetings daily within the assigned territory.
• Contribute to branch profitability through effective client engagement.
• Certifications- NISM VA (Mutual Funds)